Create Tax Equalization template

You can create new Tax Equalization templates in the Tax Defaults directory. You can select a cover letter and a settlement statement for each template.
  1. Go to your
    RS Browser
    page,
    Admin
    ,
    Tax Defaults
    .
    note
    To access Tax Defaults for your account, you must have administrator rights. If you're unable to access your account's Tax Defaults, contact your firm's administrator.
  2. Select
    Tax Equalization (1040 only)
    .
  3. Either add new or edit an existing template.
  4. You can also set the following options for your template:
    1. Compute options
    2. Medicare and other tax options
    3. Itemized deduction compute options
    4. State compute options

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